Purchases and Sales Made in Q3 2024 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-525- 5.45% |
$273K - $303K
|
9.11K
$6.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-525- 1.19% |
$273K - $303K
|
43.5K
$29.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-528- 5.97% |
$275K - $305K
|
8.32K
$5.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-534- 0.17% |
$278K - $308K
|
305K
$207M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-534- 3.82% |
$278K - $308K
|
13.4K
$9.11M
|
|
|
Apr 10, 2025
Q3 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-534- 3.07% |
$278K - $308K
|
16.8K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-537- 16.81% |
$279K - $310K
|
2.66K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-541- 0.75% |
$281K - $312K
|
71.1K
$48.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-545- 5.32% |
$283K - $314K
|
9.69K
$6.58M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-545- 6.8% |
$283K - $314K
|
7.47K
$5.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-546- 2.23% |
$284K - $315K
|
23.9K
$16.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-549- 0.44% |
$286K - $317K
|
125K
$85M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-549- 3.91% |
$286K - $317K
|
13.5K
$9.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-551- 8.81% |
$287K - $318K
|
5.7K
$3.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-551- 20.64% |
$287K - $318K
|
2.12K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-551- 2.44% |
$287K - $318K
|
22K
$15M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-552- 0.52% |
$287K - $318K
|
105K
$71.4M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-553- 0.33% |
$288K - $319K
|
169K
$115M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-554- 1.58% |
$288K - $320K
|
34.6K
$23.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-554- 36.07% |
$288K - $320K
|
982
$667K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-558- 3.57% |
$290K - $322K
|
15.1K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-558- 2.09% |
$290K - $322K
|
26.2K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-560- 2.91% |
$291K - $323K
|
18.7K
$12.7M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-563- 2.99% |
$293K - $325K
|
18.3K
$12.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-571- 9.96% |
$297K - $329K
|
5.16K
$3.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-575- 1.61% |
$299K - $332K
|
35.1K
$23.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-575- 13.14% |
$299K - $332K
|
3.8K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-583- 0.38% |
$303K - $336K
|
152K
$103M
|
|
|
Aug 07, 2025
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-583- 0.38% |
$303K - $336K
|
152K
$103M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-584- 13.02% |
$304K - $337K
|
3.9K
$2.65M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-584- 13.02% |
$304K - $337K
|
3.9K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-589- 13.0% |
$306K - $340K
|
3.94K
$2.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-592- 5.06% |
$308K - $341K
|
11.1K
$7.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-594- 22.4% |
$309K - $343K
|
2.06K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-597- 5.06% |
$311K - $344K
|
11.2K
$7.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-598- 0.74% |
$311K - $345K
|
80.3K
$54.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-599- 24.85% |
$312K - $346K
|
1.81K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-600- 4.73% |
$312K - $346K
|
12.1K
$8.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-602- 47.29% |
$313K - $347K
|
671
$455K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-610- 57.93% |
$317K - $352K
|
443
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-612- 4.78% |
$318K - $353K
|
12.2K
$8.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-613- 5.92% |
$319K - $354K
|
9.75K
$6.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-619- 9.84% |
$322K - $357K
|
5.67K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-619- 6.29% |
$322K - $357K
|
9.23K
$6.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-622- 43.68% |
$324K - $359K
|
802
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-622- 31.67% |
$324K - $359K
|
1.34K
$911K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-631- 0.49% |
$328K - $364K
|
129K
$87.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-635- 76.32% |
$330K - $366K
|
197
$134K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-635- 4.9% |
$330K - $366K
|
12.3K
$8.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-638- 24.41% |
$332K - $368K
|
1.98K
$1.34M
|